|
1026
|
Concurrent Investment Advisors
Tampa,
Florida
|
–
|
-$475K
|
-6,205
|
Closed
|
|
|
1027
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$459K
|
-6,000
|
Closed
|
|
|
1028
|
Caxton Associates (UK)
London,
|
–
|
-$362K
|
-4,734
|
Closed
|
|
|
1029
|
Gitterman Wealth Management
Edison,
New Jersey
|
–
|
-$362K
|
-4,727
|
Closed
|
|
|
1030
|
Mather Group
Chicago,
Illinois
|
–
|
-$350K
|
-4,578
|
Closed
|
|
|
1031
|
PharVision Advisers
Boca Raton,
Florida
|
–
|
-$344K
|
-4,492
|
Closed
|
|
|
1032
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$334K
|
-4,407
|
Closed
|
|
|
1033
|
Atria Wealth Solutions
New York
|
–
|
-$332K
|
-4,334
|
Closed
|
|
|
1034
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
–
|
-$328K
|
-4,282
|
Closed
|
|
|
1035
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$300K
|
-3,916
|
Closed
|
|
|
1036
|
GTS Securities
Miami,
Florida
|
–
|
-$286K
|
-3,745
|
Closed
|
|
|
1037
|
Oxford Asset Management
Oxford,
United Kingdom
|
–
|
-$269K
|
-3,513
|
Closed
|
|
|
1038
|
Premier Path Wealth Partners
Madison,
New Jersey
|
–
|
-$265K
|
-3,467
|
Closed
|
|
|
1039
|
DRW Securities
Chicago,
Illinois
|
–
|
-$257K
|
-3,365
|
Closed
|
|
|
1040
|
|
–
|
-$245K
|
-3,198
|
Closed
|
|
|
1041
|
Vision Capital Management
Portland,
Oregon
|
–
|
-$238K
|
-3,107
|
Closed
|
|
|
1042
|
Massar Capital Management
Stamford,
Connecticut
|
–
|
-$233K
|
-3,049
|
Closed
|
|
|
1043
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$228K
|
-2,983
|
Closed
|
|
|
1044
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$227K
|
-2,971
|
Closed
|
|
|
1045
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$225K
|
-2,952
|
Closed
|
|
|
1046
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$225K
|
-2,939
|
Closed
|
|
|
1047
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
–
|
-$220K
|
-2,878
|
Closed
|
|
|
1048
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$219K
|
-2,857
|
Closed
|
|
|
1049
|
True Link Financial Advisors
San Francisco,
California
|
–
|
-$216K
|
-2,819
|
Closed
|
|
|
1050
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
–
|
-$213K
|
-2,779
|
Closed
|
|
